J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 85 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,975 | +0.6% | 9,138 | +2.3% | 0.25% | +3.3% |
| Q2 2023 | $398,412 | +24.3% | 8,931 | +25.2% | 0.24% | +16.6% |
| Q1 2023 | $320,531 | -3.1% | 7,134 | -5.5% | 0.20% | -9.3% |
| Q4 2022 | $330,860 | +2.8% | 7,547 | -0.6% | 0.23% | -10.3% |
| Q3 2022 | $322,000 | +7.7% | 7,594 | +10.7% | 0.25% | +17.2% |
| Q2 2022 | $299,000 | -16.0% | 6,861 | -5.7% | 0.22% | -4.9% |
| Q1 2022 | $356,000 | -4.3% | 7,277 | +1.2% | 0.23% | -1.3% |
| Q4 2021 | $372,000 | +3.6% | 7,189 | +3.8% | 0.23% | -2.6% |
| Q3 2021 | $359,000 | – | 6,927 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 82,949 | $35,459,300 | 12.28% |
| Windsor Capital Management, LLC | 135,660 | $5,952,772 | 2.06% |
| Founders Financial Alliance, LLC | 83,382 | $3,658,823 | 1.60% |
| LOCKERMAN FINANCIAL GROUP, INC. | 8,747 | $383,802 | 1.03% |
| Vawter Financial, Ltd. | 22,256 | $976,593 | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 421,169 | $18,481,279 | 0.77% |
| Wolf Group Capital Advisors | 33,710 | $1,479,202 | 0.70% |
| NICOLET ADVISORY SERVICES, LLC | 121,709 | $5,258,489 | 0.58% |
| Pinnacle Wealth Planning Services, Inc. | 80,534 | $3,533,817 | 0.58% |
| Vestmark Advisory Solutions, Inc. | 147,440 | $6,469,667 | 0.47% |